2023 Form 5500 filing — H.J. Russell & Company Group Health And Flexible Benefits Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011134929NAL0037108144001) for H.J. Russell & Company Group Health And Flexible Benefits Plan, reported by H.J. Russell & Company under EIN 58-0829071 and plan number 502. It reports 246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011134929NAL0037108144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H.J. Russell & Company
- EIN
- 58-0829071
- Plan number
- 502
- Location
- Atlanta, GA
- Participants
- 246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,069,479
- Total liabilities (EOY)
- $71,306
- Net assets (EOY)
- $1,998,173
- Employer contributions
- $1,870,128
- Participant contributions
- $596,256
- Total income / additions
- $2,799,489
- Benefits paid
- $2,327,100
- Administrative expenses
- $0
- Total expenses
- $2,327,100
- Net increase / (decrease)
- $472,389
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Benefit Systems LLC | CLAIMS ADMINISTRATOR | $78,576 | not reported in the loaded dataset |
| Oakbridge Insurance Agency | BROKER | $55,861 | $26 |
| Aetna | VENDOR SERVICES | $27,153 | not reported in the loaded dataset |
| Cigna Health And Life Insurance Co | CLAIMS ADMINISTRATOR | $7,996 | not reported in the loaded dataset |
| Willis Towers Watson Southeast Inc | BROKER | $0 | $58 |
| Willis Insurance Services | BROKER | $0 | $4 |